+515.3%
ATKR vs SPY
+327.5%
+187.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +1.0% |
| 7D | +0.7% | -0.4% | +1.1% | +1.2% |
| 30D | +0.8% | -1.4% | +2.2% | +2.7% |
| 3M | +17.0% | +3.7% | +13.3% | +11.8% |
| 6M | +54.2% | +13.0% | +41.2% | +31.0% |
| YTD | +50.9% | +12.4% | +38.5% | +29.3% |
| 1Y | +64.7% | +18.5% | +46.2% | +31.7% |
| 3Y | -34.7% | +77.6% | -112.3% | -69.7% |
| 5Y | +12.4% | +81.7% | -69.3% | -47.9% |
| 10Y | +456.2% | +319.7% | +136.6% | +4.0% |
| All | +515.3% | +327.5% | +187.8% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SPY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling